Today: 13 May 2026
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NASDAQ:NVDA 9 May 2026 - 13 May 2026

Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia CEO Jensen Huang joined President Trump’s China delegation, fueling speculation about renewed U.S. chip sales to China and lifting Nasdaq 100 futures by 0.82% premarket. Micron shares jumped 6.2%. The market moved on potential policy shifts and inflation concerns. Polymarket and Kalshi data showed traders expect no Fed rate cuts in 2026, pressuring high-valuation AI stocks.
13 May 2026
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IREN Stock’s Nvidia Boost Now Faces a $2.6 Billion Reality Check

IREN Stock’s Nvidia Boost Now Faces a $2.6 Billion Reality Check

IREN raised $2.6 billion in an upsized convertible-note sale after announcing a Nvidia-backed AI infrastructure plan. Nvidia secured a five-year option to buy up to 30 million IREN shares at $70 each. The companies aim to deploy up to 5 gigawatts of AI data-center capacity, focusing on IREN’s Texas sites. IREN shares rose 2.6% premarket; Nvidia gained 0.6%.
13 May 2026
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US Stock Market Today: Nasdaq Futures Bounce, but Hot CPI Keeps the Fed Risk Alive

US Stock Market Today: Nasdaq Futures Bounce, but Hot CPI Keeps the Fed Risk Alive

Nasdaq 100 futures rose 0.82% premarket as traders bought back into chip stocks ahead of Trump’s China visit, while Dow futures fell 0.3%. April CPI climbed 0.6% month over month, with energy accounting for over 40% of the increase. Oil hovered near $106 a barrel, fueling inflation concerns and reducing expectations for Fed rate cuts. Markets now see a higher chance of a December rate hike.
13 May 2026
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Ouster Stock Jumps as NVIDIA Tie-Up Tests the Line Between Real Demand and Rich Valuation

Ouster Stock Jumps as NVIDIA Tie-Up Tests the Line Between Real Demand and Rich Valuation

Ouster shares rose 6.1% to $28.75 in early premarket trading after its Rev8 lidar sensors qualified for NVIDIA’s DRIVE Hyperion autonomous-vehicle platform. The company reported first-quarter revenue of $49 million and a net loss of $17.5 million. Investors cited the NVIDIA qualification as a potential new channel, though no purchase order was announced.
13 May 2026
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Nvidia’s Record Run Hinges on China Access and a May 20 Earnings Test

Nvidia’s Record Run Hinges on China Access and a May 20 Earnings Test

Nvidia closed Tuesday at $220.78, near a record, after CEO Jensen Huang joined President Trump’s China trip, fueling speculation about renewed H200 AI-chip sales to Chinese buyers. The stock has surged 12% in five sessions, ahead of next week’s earnings. Wall Street raised price targets as investors watch for signs of a China policy shift before Nvidia’s results.
13 May 2026
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US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run

US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run

U.S. stocks fell Tuesday after April CPI rose 0.6%, with energy and shelter driving inflation above forecasts. The S&P 500 ETF dropped 0.7%, Nasdaq-tracking QQQ lost 1.2%, and small caps slid 1.8% by mid-morning. Treasury yields climbed, and prediction markets showed a high chance of no Fed rate cuts in 2026. Brent crude jumped 3.4% to $107.72 as Middle East tensions disrupted oil flows.
12 May 2026
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Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia shares climbed 1.2% to near $222 after a record close, as investors positioned ahead of May 20 earnings and focused on strong AI hardware demand from hyperscalers. CEO Jensen Huang was excluded from Trump’s China delegation, highlighting ongoing export risks, but the company’s outlook already assumes no China data center revenue. Nvidia guided first-quarter fiscal 2027 revenue to $78 billion, plus or minus 2%.
12 May 2026
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Corning Incorporated Stock Jumps After BofA Pick — Why Nvidia’s AI Fiber Deal Matters for GLW

Corning Incorporated Stock Jumps After BofA Pick — Why Nvidia’s AI Fiber Deal Matters for GLW

Corning shares surged 10.84% to $207.21 Monday after BofA added the company to its “U.S. 1 List,” following last week’s Nvidia partnership. Corning and Nvidia plan to expand U.S. optical connectivity manufacturing, with Nvidia investing over $500 million and additional factory funding. Corning expects to reach a $20 billion annualized sales run rate by end of 2026. First-quarter core sales rose 18% to $4.35 billion.
11 May 2026
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US Stock Market Today After Bell: S&P 500, Nasdaq Hit Fresh Records as Oil Shock Tests AI Rally

US Stock Market Today After Bell: S&P 500, Nasdaq Hit Fresh Records as Oil Shock Tests AI Rally

The S&P 500 closed at a record 7,426.44 and the Nasdaq at 26,256.13, driven by gains in chip and AI-related stocks. Brent crude settled at $104.21 a barrel, up 2.9%, after renewed U.S.-Iran tensions. The Dow slipped 2.54 points to 49,606.62. Investors await key inflation data this week as oil prices climb.
11 May 2026
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Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia shares rose 2% to $219.51 Monday, valuing the company at $5.38 trillion, as investors awaited first-quarter results due May 20. Stock-split speculation resurfaced after a recent article, though analysts said another split is not imminent. Nvidia and IREN last week announced AI infrastructure and cloud contracts worth a combined $5.5 billion. Alphabet is reportedly closing in on Nvidia’s market value.
11 May 2026
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IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Ltd. shares dropped 9.43% to $55.43 in U.S. premarket trading Monday after the company announced a proposed $2 billion convertible-note sale. The move follows last week’s Nvidia partnership, which gave Nvidia rights to buy up to 30 million IREN shares at $70 each. IREN’s latest quarter showed revenue falling to $144.8 million and a net loss widening to $247.8 million.
11 May 2026
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IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Limited signed a five-year, $3.4 billion cloud-services deal with Nvidia, which also secured rights to buy up to 30 million IREN shares at $70 each. IREN’s revenue fell to $144.8 million last quarter, with a net loss of $247.8 million, as it shifts from bitcoin mining to AI cloud services. The new contracts focus on IREN’s Texas data centers and follow recent acquisitions in cloud and data-center infrastructure.
10 May 2026
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Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Alphabet’s EU antitrust talks remain unresolved after regulators gave Google more time to respond to concerns. Alphabet shares closed at $400.80, up 0.7%, with a market value of $4.86 trillion, trailing Nvidia’s $5.27 trillion. The company reported first-quarter revenue of $109.9 billion, up 22%, and Google Cloud revenue up 63% to $20 billion. Google’s cloud backlog nearly doubled to over $460 billion, driven by enterprise AI demand.
10 May 2026
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Nvidia Stock Week Ahead: NVDA Nears Record as AI Deals and Inflation Data Test the Rally

Nvidia Stock Week Ahead: NVDA Nears Record as AI Deals and Inflation Data Test the Rally

Nvidia closed Friday at $215.20, just below its record, after announcing AI infrastructure deals with IREN and Corning. IREN granted Nvidia rights to buy up to $2.1 billion in shares and signed a $3.4 billion AI cloud contract. Nvidia also prepaid Corning billions to boost optical-fiber output. Investors await Nvidia’s May 20 earnings as the stock nears an all-time high.
10 May 2026
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Coherent Corp Stock Just Rebounded — But Its AI Optics Margin Test Is Not Over

Coherent Corp Stock Just Rebounded — But Its AI Optics Margin Test Is Not Over

Coherent shares closed at $335.26 Friday, up 5.03% after the company forecast fourth-quarter revenue above analyst estimates. Third-quarter revenue rose 21% to $1.81 billion, with 75% from its data-center and communications segment. CEO Jim Anderson said indium phosphide supply remains a constraint but expects capacity to double sooner than planned. Nvidia invested $2 billion in March and signed a multi-year purchase agreement.
10 May 2026
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The Hidden Billions Behind Corning’s Nvidia AI Deal Put GLW Back in Focus

The Hidden Billions Behind Corning’s Nvidia AI Deal Put GLW Back in Focus

Nvidia has paid Corning several billion dollars upfront to fund new U.S. factories, a larger sum than previously disclosed, executives told CNBC. The deal will expand Corning’s optical fiber production, add three plants in North Carolina and Texas, and create over 3,000 jobs. Nvidia also bought $500 million in Corning warrants. Corning raised its long-term sales targets at a May 6 investor event.
9 May 2026
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U.S. Stocks Hit Records This Week — Why the S&P 500 and Nasdaq Rally Survived the Oil Shock

U.S. Stocks Hit Records This Week — Why the S&P 500 and Nasdaq Rally Survived the Oil Shock

The S&P 500 and Nasdaq closed at record highs Friday, driven by AI stocks and a stronger April jobs report showing 115,000 new jobs and 4.3% unemployment. Nvidia gained 1.8%, while Micron and Sandisk surged over 15%. First-quarter S&P 500 earnings are set to rise nearly 29% year-over-year. Consumer sentiment fell to a record low as gas prices climbed.
9 May 2026
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Stock Market Today

  • Bank of America Raises NVIDIA (NVDA) Price Target to $320 on Strong Earnings
    May 13, 2026, 9:23 AM EDT. Bank of America lifted its target price for NVIDIA (NASDAQ:NVDA) to $320, suggesting a 44.94% upside from current levels, and maintained a "buy" rating. This follows NVIDIA's robust quarterly earnings, with EPS of $1.62 beating estimates and revenue up 73.2% year-over-year at $68.13 billion. Other analysts also pushed up targets and ratings, reinforcing positive sentiment. The stock trades near its 12-month high of $223.75 with a market cap over $5 trillion. Its price-to-earnings ratio stands at 45.06, reflecting high growth expectations. Insider sales occurred recently but did not significantly shift ownership. Consensus among 54 analysts remains strongly bullish as NVIDIA benefits from sustained demand in computer hardware and AI-related sectors.

Latest articles

Why Nextpower Stock Is Jumping: Raised 2027 Outlook, Record Backlog And An $80.5 Million Deal

Why Nextpower Stock Is Jumping: Raised 2027 Outlook, Record Backlog And An $80.5 Million Deal

13 May 2026
Fremont, California, May 13, 2026, 06:08 PDT Nextpower Inc. shares rose sharply in U.S. premarket trading on Wednesday after the solar technology supplier lifted its fiscal 2027 sales outlook and announced a deal to move further into power conversion, a higher-value layer of solar-plant hardware. Benzinga reported NXT stock up 12.5% at $141 before the open, after adjusted earnings and revenue topped Wall Street estimates. (Benzinga) The timing matters. Nextpower, formerly Nextracker, is trying to show that last year’s rebrand was not just cosmetic: it wants to sell more of the equipment stack used in large solar plants, not only
Crypto ATM Crackdown Spreads as $389 Million Scam Losses Put Kiosks in Crosshairs

Crypto ATM Crackdown Spreads as $389 Million Scam Losses Put Kiosks in Crosshairs

13 May 2026
Spokane Valley has ordered all virtual-currency kiosks removed within 30 days after police linked them to fraud and one suicide. The FBI reported $389 million in losses tied to crypto ATMs in 2025, with older adults suffering most. Minnesota banned the machines statewide this month. Industry groups argue such bans hurt legitimate users and dispute fraud allegations.
Hot PPI Shock Hits Wall Street As Oil Inventory Test Looms

Hot PPI Shock Hits Wall Street As Oil Inventory Test Looms

13 May 2026
U.S. producer prices rose 1.4% in April, the largest monthly gain since March 2022, with the Producer Price Index up 6.0% year-over-year, the Bureau of Labor Statistics said Wednesday. Energy prices surged 7.8%, gasoline 15.6%. S&P 500 futures turned negative after the data. The American Petroleum Institute reported U.S. crude inventories fell by 2.2 million barrels last week.

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Wolfspeed Stock Rally Tests Whether WOLF’s Balance-Sheet Fix Can Beat Negative Margins

Wolfspeed Stock Rally Tests Whether WOLF’s Balance-Sheet Fix Can Beat Negative Margins

13 May 2026
Wolfspeed shares closed Tuesday at $53.72, up 6.8%, then showed a premarket quote of $77.00, a 43% jump, as traders focused on debt reduction and high short interest. Fiscal Q3 revenue fell 19% to $150.2 million, gross margin remained negative, but net loss narrowed and interest expense dropped 39%. Short interest stood at 16.1 million shares, about a third of the float.
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